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Nippon India Focused Equity Fund

Nippon India Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.24

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,586 today.

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NAV Performance

Nippon India Focused Equity Fund performance graph for last 3 years
Performance of Nippon India Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 94.232

    as on 22 Sep 2023
  • Regular - Growth

  • 4 / 22

  • ₹ 5,000

  • ₹ 5,895 Cr.

    as on 31 May 2023
  • 1.9%

  • 02 Jan 2013

  • Equity - Focused Fund

  • S&P BSE 500 TRI

  • Nippon India Mutual Fund

    Show All Funds
  • Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Nippon India Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Equity funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 94.232 as on 22 Sep 2023.

This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.9%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs.

List of Fund Managers of Nippon India Focused Equity Fund

  • About Kinjal Desai

    Picture of Kinjal DesaiKinjal Desai is Fund Manager – Overseas at Reliance Mutual Fund. Kinjal has obtained her Masters in Economics from Warwick University, UK. She has a total experience of 6 years as Research Analyst – Equities at Reliance Mutual Fund where she started her career as an Associate.
  • About Prateek Poddar

    Picture of Prateek  Poddar
  • About Vinay Sharma

    Picture of Vinay SharmaVinay Sharma is Equity Fund Manager at Reliance Mutual Fund. Vinay graduated in architecture from MNIT Jaipur and did his post graduate diploma in computer aided management from IIM Calcutta. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute, USA. Vinay has a total experience of around 14 years. Before his association with Reliance Mutual Fund, Vinay worked as a fund manager at ICICI Prudential Management for several years managing both diversified and thematic funds. Prior to that he has been an equity research analyst at AIG Global Asset Management and JP Morgan India. Vinay has been instrumental in many NFO launches and product initiatives in his previous stints, and has attended several global investment conferences and seminars.
  • About Akshay Sharma

    Picture of Akshay Sharma

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.55% 11.06% 24.83% 24.49% 20.48% 33.17% 19.09% 20.45% 33.92% 22.27% 25.26% 22.37% 16.28%
Category Average 1.58% 6.06% 18.18% 12.74% 8.16% 22.13% 13.59% 15.83% 22.14% 14.13% 15.36% 16.94% 13.87%
Nippon India Focused Equity Fund 3.55%₹ 10,354 11.06%₹ 11,105 22.02%₹ 12,202 14.75%₹ 11,475 27.97%₹ 13,747 11.12%₹ 12,348 17.85%₹ 28,606 29.24%₹ 21,586 19.61%₹ 48,020 15.70%₹ 20,747 20.82%₹ 1,00,702 20.45%₹ 64,397 16.28%₹ 2,81,837
360 One Focused Equity Fund 2.26%₹ 10,225 6.67%₹ 10,667 19.32%₹ 11,932 18.46%₹ 11,845 25.36%₹ 13,589 9.16%₹ 11,915 16.96%₹ 28,369 25.32%₹ 19,681 17.97%₹ 46,925 19.09%₹ 23,973 21.07%₹ 1,01,326 - -
ICICI Prudential Focused Equity Fund 1.28%₹ 10,128 7.82%₹ 10,782 19.71%₹ 11,970 18.62%₹ 11,861 25.53%₹ 13,600 10.91%₹ 12,301 17.82%₹ 28,598 25.37%₹ 19,704 19.15%₹ 47,706 13.67%₹ 18,988 19.89%₹ 98,455 14.69%₹ 39,422 14.55%₹ 2,56,808
Franklin India Focused Equity Fund 1.81%₹ 10,181 6.87%₹ 10,687 19.78%₹ 11,978 14.30%₹ 11,430 22.19%₹ 13,397 11.54%₹ 12,440 16.75%₹ 28,313 31.32%₹ 22,647 19.53%₹ 47,961 15.73%₹ 20,777 20.02%₹ 98,767 18.71%₹ 55,688 15.82%₹ 2,74,977
Principal Focused Multicap Fund 1.12%₹ 10,112 6.59%₹ 10,658 20.10%₹ 12,009 13.06%₹ 11,306 22.39%₹ 13,409 7.13%₹ 11,475 13.96%₹ 27,577 23.77%₹ 18,960 15.32%₹ 45,189 15.03%₹ 20,156 17.69%₹ 93,317 15.54%₹ 42,477 14.49%₹ 2,55,982
HDFC Focused 30 Fund 2.25%₹ 10,225 7.63%₹ 10,762 18.41%₹ 11,840 19.27%₹ 11,926 25.03%₹ 13,569 20.48%₹ 14,514 22.27%₹ 29,790 33.17%₹ 23,618 25.26%₹ 51,921 15.05%₹ 20,168 22.37%₹ 1,04,551 16.48%₹ 46,067 14.92%₹ 2,62,020

Portfolio Holdings

Portfolio holdings pattern of Nippon India Focused Equity Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    90.40%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    9.60%

Top Sector Holdings of Nippon India Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.17% ₹ 1,282.41 Cr.
Computers - Software 6.10% ₹ 387.79 Cr.
Power equipment 5.40% ₹ 344.05 Cr.
Refineries/Marketing 4.52% ₹ 287.55 Cr.
NBFC 4.50% ₹ 285.97 Cr.
Others 59.31% -

Top Stock Holdings of Nippon India Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Axis Bank Ltd. 7.46% ₹ 474.17 Cr.
Infosys Ltd. 6.10% ₹ 387.79 Cr.
State Bank Of India 5.09% ₹ 323.79 Cr.
ICICI Bank Ltd. 4.87% ₹ 309.59 Cr.
Reliance Industries Ltd. 4.52% ₹ 287.55 Cr.
Others 71.96% -

Other Holdings

Holding TypeHolding Percentage
TREPS 8.69%
Warrants 0.63%
Net Receivables 0.23%
Margin 0.05%